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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-1996
- Office Locations
- 9
Office Locations
About DMK Advisor Group, Inc.
DMK Advisor Group, Inc. provides financial planning and ongoing portfolio management for individuals, families, and business owners/entrepreneurs, including retirement planning, tax-aware strategies, charitable/estate planning, and business succession and benefits planning. The firm also advises on insurance needs (life and property & casualty). Investment implementation spans mutual funds and ETFs, with platform support including SEI, and the team is active in community education through free workshops and speaking engagements.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JANAK R DESAI
DIRECTOR
- CRD
- #6307455
- Ownership
- 10% but less than 25%
KELVIN RAY DOUGLAS
DIRECTOR, Financial Advisor, Vice President
- CRD
- #4723703
- Ownership
- 10% but less than 25%
Peak alpha
Quantum zenith
- CRD
- #68582
- Ownership
- 13.3%
Showing 2 of 10 owners & executives
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RODNEY ARIN BECKER
Senior Vice President
- CRD
- #5199495
MICHAEL JOSEPH BLACKMORE
--
- CRD
- #2879954
Oak vital
Ridge alpha
- CRD
- #94738
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,480,870 | $180,130 |
| Non-Discretionary | $0 | -- |
| Total | $84,480,870 | $180,130 |
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Separately Managed Accounts
Total SMA Asset: $84,480,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $394,316,576 | 16.4% |
| Equity - Exchange | $983,387,071 | 40.9% |
| Equity - OTC | $259,671,892 | 10.8% |
| U.S. Government/Agency | $766,993,827 | 31.9% |
| Total | $2,404,369,366 | 100.0% |